Privacy Policy Outline for Heritage Financial Advisors

Why We Created This Privacy Page
At Heritage Financial Advisors, protecting your privacy isn’t just a policy — it’s a promise. We understand how important your personal information is and are committed to keeping it safe. This page explains how we collect, use, and protect your data to help you feel confident and secure when using our services.
Following the Rules That Matter
We follow all applicable privacy laws, like GDPR and CCPA, to ensure your rights are respected. These regulations guide us in handling your information responsibly and transparently.

What We Collect From You
To help you best, we collect certain personal details, such as your name, email address, and payment information. We also gather information automatically through technology—like cookies and IP addresses—that helps us understand how you use our site.
Why We Collect This Information
Each piece of information has a purpose: to improve your experience, communicate clearly with you, and offer the products you need to protect your financial future.

Making Our Service Better for You
Your information helps us personalize your experience, respond to your questions, and provide important updates about your account.
Sharing With Trusted Partners
We only share your data with carefully selected partners who assist us in delivering our services — always with strict safeguards to protect your information.

Your Control Over Personal Data
You can access your information, correct anything that’s inaccurate, or ask us to delete it. Your privacy matters, and we want you to feel in control.
Opting Out
If you prefer not to receive marketing messages or want to limit data collection, we provide simple ways to opt out — your choices come first.

How We Protect You
We use industry-standard security practices—like encryption and secure servers—to guard your information from unauthorized access.
How Long We Keep Your Data
We retain your personal data only as long as necessary to serve you and meet legal obligations. When data is no longer needed, we securely delete it.

About Cookies We Use
Cookies help us make your visit smoother and more personal by remembering your preferences and gathering anonymous usage information.
Managing Your Cookie Preferences
You have control over how cookies are used. You can adjust your settings anytime to match your comfort level.

Keeping You Informed
If we make changes to this privacy policy, we’ll notify you clearly on our website so you always know how your information is handled.
Policy Effective Date
This policy is effective as of 03-14-2024. We encourage you to review it periodically.

We’re Here to Help
If you have any questions or concerns about your privacy, please reach out to us at kstewart@heritagefinancial-advisors.com or through our contact form. Your peace of mind is important to us.

Our Commitment to You
Protecting your personal information is central to who we are. We’re dedicated to maintaining your trust by safeguarding your privacy every step of the way.